Massachusetts Small Business Development Center Network

 

Massachusetts SBDC Statewide Training & Event Calendar

  

Preregistration is required for all events. If no link is listed on the registration page, online registration is not available or registration has closed. Please read important registration information by clicking here.


 PFT booklet
export
The Massachusetts Export Center organizes seminars, webinars and events throughout the year under Partners for Trade—the official export training initiative of the Commonwealth. Coming Soon - click here for the Spring 2024 Partners for Trade training booklet.
 
On the calendar below, globe indicates an exporting training event. Click on the booklet image at right to download the latest Partners for Trade booklet.

    
 

 

 

 

 

 

 

 

 

 

 

~~~ 2024 Training Calendar 

Training is held online unless otherwise noted              globe = export training
 APRIL
23 How to Become Woman Owned Certified with SBA
23 Basic Entrepreneurial Workshop: Business Fundamentals (Brockton)
24 Understanding the Business Loan Process
25 Tuning Your Operations & Business Model
25  Renewable Energy in Food and Beverage Businesses 
30  CYA on KYC: Employing Reasonable Due Diligence for Global Trade Compliance globe
 
 MAY
1 Tech Talks with Rob
2 How to Start a Business 101: The Basics
3 Capital & Resource Networking Matchmaker at the Naismith Basketball of Fame (Springfield)
Search Engine Optimization (SEO) for Beginners  
10 China’s Anti-Espionage Law One Year Later: Lessons Learned for U.S. Businesses Operating in China globe
16 Best Practices for AES Filing and Compliance globe
23  Energy and Water Efficiency in Food and Beverage Businesses  
 
 JUNE
5 Tech Talks with Rob
13 Use of the Cloud for Export-Controlled Tech Data: Trends, Tips and Best Practices globe
 
 JULY
3 Tech Talks with Rob
 



 
 

 

 

 

 

 

 

 

 

 

 

 

 

 

  

  
 

 

 

    

  

  

  

  

 

 

 

 

 

 

  

 

 

 

 

 

  

Program Descriptions


How to Start a Business 101: The Basics

The How to Start a Business series is a three-part series designed to provide new business owners with an overview of the information and tools needed to evaluate and develop a new business idea.

In this first session, topics include:

  • Characteristics of an entrepreneur
  • Learn from those before you – reasons why businesses fail
  • The life of a business owner
  • SBA basics
  • Different methods to write a business plan
  • Creating your elevator pitch

The speaker will be a Massachusetts SBDC Network regional director or business advisor.

There is no charge for these workshops, but pre-registration is required. This workshop is offered on several convenient dates. A Zoom link for the webinar will be emailed to you immediately after registration from centeric@clients.msbdc.org. Please add this email to your safe sender list.

Date:  Held on the first and third Thursday of the month - click on date below to register
Time: Varies (1.5 hours)
Location: Online
Cost: No charge
Contact: Regional Office hosting the event (see: 'facilitated by' on registration form)

 

Tech Talks with Rob

Tech Talks with RobJoin us for "Tech Talks with Rob" an enlightening webinar series designed specifically for small business owners looking to navigate the complex world of technology. Each session, hosted by tech expert Rob DelMastro, will delve into critical topics that are essential for running a modern business in the digital age.

Some of the topics we will cover:

  • Professional Email Systems: Learn how to set up and manage a professional email system that enhances your business communication and credibility.
  • Cybersecurity: Discover strategies to protect your business from cyber threats and ensure your data remains secure.
  • Password Managers: Find out why password managers are a must-have for securing your sensitive information and how to implement them effectively.
  • SEO: Uncover the secrets of Search Engine Optimization to increase your online visibility and drive more traffic to your website.
  • Domains and Web Hosting: Get to grips with choosing the right domain names and web hosting services that align with your business goals.
  • POS Systems: Explore the various Point of Sale systems available and how to select one that streamlines your sales processes.

Whether you are tech-savvy or just getting started, "Tech Talks with Rob" will provide you with the knowledge and tools to leverage technology for your business’s success. Don’t miss out on this opportunity to learn, grow, and secure your business in the digital marketplace. During each session, Rob will present a brief 15–20-minute introduction to the topic at hand, followed by an interactive discussion and Q&A period. This series aims to create a welcoming environment where participants are encouraged to ask questions. Remember, there are no bad questions. 

Date:  Held on the first Wednesday of the month - click on date below to register
Time: 10:00 - 11:30 a.m. ET
Location: Online
Cost: No charge
Contact: Paula Pawloski at the Western Regional Office at ppawlosk@umass.edu

               

How to Become Woman-Owned Certified with SBA

This webinar will discuss how to certify your business as Women-Owned Small Business for Federal Government Contracting opportunities.

Speakers:

  • Nadine Boone, Assistant District Director of Business Development — U.S. Small Business Administration, Massachusetts District Office
  • Lisa Gonzalez Welch, Economic Development Specialist — U.S. Small Business Administration, Massachusetts District Office

Date: Tuesday, April 23, 2024
Time:
11:00 a.m. - 12:00 p.m. ET
Location:
Online
Cost: No charge
Contact: Kaitlin Muldoon at kmuldoon@salemstate.edu or 978-542-7369

Basic Entrepreneurial Workshop: Business Fundamentals

SEED CorporationJoin us for a virtual entrepreneurial workshop in which participants will learn the fundamentals of planning, preparing for and financing a small business. The workshop is open to anyone currently in business, starting a business, or thinking about someday owning a business, as well as business assistance professionals who would like to learn more about SEED's technical assistance programming.

Attendees will be provided with a free business plan guide and other materials and will be introduced to free and confidential business assistance resources available to them locally and regionally. 

Date: Tuesday, April 23, 2024
Time: 9:00 - 11:00 a.m. ET
Location: Rockland Trust, 120 Liberty Street, Brockton
Cost: No charge
Contact:  Jessica Mello at jmello@seedcorp.com

Sponsored by SEED Corporation in cooperation with the U.S. Small Business Administration, Massachusetts Small Business Development Center, and SCORE

Understanding the Business Loan Process

Do you have a great idea for a business and the only thing standing in your way is the money to give it some legs? Or, you already own your own business but could use some extra capital to take things to the next level? You have come to the right place! In this presentation, you will learn the ins and outs of business loan proposals.

The 5 C's of Credit will be covered: Character, Capacity, Capital, Collateral, and Conditions. In addition, we will discuss how to obtain a loan for a start-up, how to obtain a loan for an existing business, and how to obtain a loan to buy a business.

Speakers:

  • Awilda Irizarry, Senior Business Advisor and Financial Specialist — Massachusetts SBDC, Northeast Regional Office
  • Jugmi Rao, VP - Relationship Manager-Business Banking, North Shore Region — TD Bank

Date: Wednesday, April 24, 2024
Time: 12:00 - 1:00 p.m. ET
Location:
Online
Cost: No charge
Contact: Kaitlin Muldoon at kmuldoon@salemstate.edu or 978-542-7369

Renewable Energy in Food and Beverage Businesses

UMass Energy Transition InstituteJoin this webinar to:

  • Learn about the charges on your energy bills and tools to benchmark your energy use against other businesses
  • Learn about options for using renewable energy to reduce your environmental impact and save on your energy bills
  • Connect with Massachusetts programs that provide the free one-on-one support your business needs to improve your sustainability  

The guest speaker will be Beth Spong, CEO of Dean's Beans Organic Coffee Company. Beth will speak about the company’s experience using solar energy to meet the majority of their Orange, Massachusetts facility’s electricity demand.

Date: Thursday, April 25, 2024
Time: 1:00 - 2:00 p.m. ET
Location: Online
Cost: No charge
Contact: Lauren Mattison in the UMass Energy Transition Institute at laurenm@umass.edu

Cosponsored and presented by the UMass Energy Transition Institute and UMass Clean Energy Extension

Tuning Your Operations & Business Model

Join us for an online, illustrative workshop to help small business owners tune their operations and business model. You will learn:

  • The nine elements in a successful business model.
  • The assets and resources you can use to build your business.
  • The principle of leveraging used to grow profitability.
  • The SOPs and how can you use them to run your business.

Presented by Keith Girouard, Berkshire Regional Director of the Massachusetts SBDC.

PLEASE NOTE: Your confirmation email will be sent from centeric@clients.msbdc.org. If you don't find the email in your inbox, please look in your junk/spam folder. 

Date: Thursday, April 25, 2024
Time: 9:00 - 10:00 a.m. ET
Location: Online
Cost: No charge
Contact: Berkshire Regional Office at 413-499-0933

Cosponsored by the Williamstown Chamber of Commerce

CYA on KYC: Employing Reasonable Due Diligence for Global Trade Compliance

Exporters face ever-increasing end use and end user due diligence requirements for effective management of global trade compliance. Restricted end uses, significant expansion of restricted parties, broadening Military End Use rules, the OFAC 50% rule, and increased emphasis on illegal diversion are just a few reasons why due diligence is critical. Moreover, federal authorities continue to expand Red Flag listings and Know Your Customer (KYC) guidance, creating additional due diligence concerns for exporters. It is no wonder, therefore, that many exporters find themselves falling down a due diligence rabbithole in trying to achieve compliance, with screening protocols, end user statements, independent research efforts and more. On top of that, due diligence efforts don’t always yield clear-cut results, which can create unease for many.   

This webinar will review due diligence best practices for exporters, with an emphasis on employing reasonable protocols for achieving compliance. The webinar will address due diligence in challenging markets, such as China, and will discuss clearance of transactions in cases involving screening ambiguity or red flags. 

Join us for this practical program that will help you to confidently fulfill your due diligence obligations while maintaining manageable processes and achieving peace-of-mind in export transactions.    

Speakers:  

  • Douglas Jacobson, Founding Partner — Jacobson Burton Kelley PLLC
  • Misty Rutter, Senior Manager, Trade Compliance — Arm Limited    

Date: Tuesday, April 30, 2024
Time: 12:00 - 1:30 p.m. ET
Location: Online
Cost: $25 / No charge for Compliance Alliance members
Contact: Massachusetts Export Center at training@massexport.org or 617-973-6610

Capital & Resource Networking Matchmaker at the Naismith Basketball of Fame

From the court to the boardroom, slam dunk your small business goals with all the resources you need to start, grow, and expand your business! Please join us for an in-person Small Business Capital and Resource Networking Matchmaker at the renowned Naismith Basketball Hall of Fame in Springfield.

Date: Friday, May 3, 2024
Time: 8:30 a.m. - 12:30 pm ET
Location: Naismith Basketball Hall of Fame, 1000 Hall of Fame Avenue, Springfield
Cost: No charge
Contact: Paula Pawloski at the Western Regional Office at ppawlosk@umass.edu

Hosted by the U.S. Small Business Administration, Massachusetts SBDC and SCORE of Western Mass; cosponsored by Florence Bank, Latino Economic Development Corp., Liberty Bank, M&T Bank, Naismith Memorial Basketball Hall of Fame, and the Urban League of Springfield

Search Engine Optimization (SEO) for Beginners

You’ve likely heard this acronym many times, but what does it mean for your small business? This webinar will provide an overview of SEO fundamentals including:

  • How search engines work
  • The importance of keyword research
  • On- and off-page optimizations
  • How to use metrics to measure performance

The speaker will be Rosa Di Virgilio Taormina, Senior Business Advisor and Certified Digital Marketing Professional at the Massachusetts SBDC, Northeast Region.

Date: Thursday, May 9, 2024
Time: 11:00 a.m. - 12:00 p.m. ET  
Location: Online
Cost: No charge
Contact: Kaitlin Muldoon at kmuldoon@salemstate.edu or 978-542-7369

China’s Anti-Espionage Law One Year Later: Lessons Learned for U.S. Businesses Operating in China

China’s expanded “Anti-Espionage Law” has been in effect for nearly a year now. The new law significantly expanded the scope of covered espionage activities and established broad criteria for determining espionage behavior, while granting extensive investigative power to Chinese national security agencies. The broadening of the law has brought unexpected risk to normal operations of U.S. businesses in China. What should U.S. businesses operating in China know about their risks under the law, and what lessons can be gleaned from China’s policy and enforcement actions so far?

This webinar will review key provisions under China’s expanded Anti-Espionage Law and areas of risk for U.S. businesses operating in China. The webinar will discuss activities that could trigger these provisions and strategies for reducing potential legal risk. The webinar will also discuss the convergence of the Anti-Espionage Law with U.S. regulatory requirements, such as required due diligence under U.S. export control laws. Finally, the webinar will also review lessons learned from activity and enforcement actions under the law so far.   

Speaker:

  • Todd Liao, Partner, Shanghai Office — Morgan, Lewis & Bockius LLP

Date: Friday, May 10, 2024
Time: 12:00 - 1:00 p.m. ET
Location: Online
Cost: $25 / No charge for Compliance Alliance members
Contact: Massachusetts Export Center at training@massexport.org or 617-973-6610

Best Practices for AES Filing and Compliance

With the tightening of export regulations and product controls, understanding your responsibilities for export reporting in the Automated Export System (AES) and compliance with the Foreign Trade Regulations (FTR) has never been more important. Whether filing directly or through a forwarder, exporters are responsible for the required Electronic Export Information (EEI) elements and may be vulnerable to enforcement investigations and violations if the reporting is inaccurate or incomplete.

While this program will provide an overview of AES, the discussion will also detail the responsibilities of the parties involved in the transaction, license type and license exemption codes, and understanding when it is required to include ECCN and export license numbers in reporting. We will also discuss best practices for due diligence and auditing, and exporter obligations in routed export transactions, along with associated compliance risks.   

Speakers:  

  • Lynn Baltz, Sr. Vice President of Operations — J.F. Moran
  • Kathleen Kinahan-Newell, Trade Compliance Manager — Massachusetts Export Center
  • Ellie Salvati, Logistics Specialist — J.F. Moran  

Date: Thursday, May 16, 2024
Time: 12:00 - 1:30 p.m. ET
Location: Online
Cost: $25 / No charge for Compliance Alliance Members
Contact: Massachusetts Export Center at training@massexport.org or 617-973-6610

Energy and Water Efficiency in Food and Beverage Businesses

UMass Energy Transition InstituteJoin this webinar to:

  • Learn about opportunities for food and beverage businesses to reduce operating costs and environmental impact by using energy and water more efficiently
  • Connect with Massachusetts programs that provide the free one-on-one support your business needs to improve your sustainability  

The guest speaker will be Paul Lukitsch, Senior Facilities Manager at Keurig Dr Pepper. Paul will speak about the company’s experience engaging their staff in increasing efficiency at manufacturing facilities across the country. 

Date: Thursday, May 23, 2024  
Time: 1:00 - 2:00 p.m. ET
Location: Online
Cost: No charge
Contact: Lauren Mattison in the UMass Energy Transition Institute at laurenm@umass.edu

Cosponsored and presented by the UMass Energy Transition Institute and UMass Clean Energy Extension

Use of the Cloud for Export-Controlled Tech Data: Trends, Tips and Best Practices

Cloud technology has grown to become the standard for storing, sharing and accessing data for most businesses. However, companies using the cloud to store export-controlled tech data or Software-as-a-Service (SaaS) providers using the cloud to distribute software functionality must take special precautions to ensure that they remain compliant with U.S. export control laws. Both the Export Administration Regulations (EAR) and the International Traffic in Arms Regulations (ITAR) have provisions that allow for cloud usage for export-controlled technical data under certain conditions, but companies must be vigilant and implement data security protocols in order to remain compliant. 

Most recently, the cloud is back in the export control spotlight, with the U.S. Department of Commerce Bureau of Industry and Security (BIS) issuing a proposed rule in early 2024 that would require U.S. cloud or Infrastructure as a Service providers (IaaS) to create sweeping new programs to identify and track foreign customers while also authorizing BIS to block or restrict IaaS transactions in certain foreign jurisdictions or with certain foreign persons. The proposed rule also implements reporting requirements for IaaS providers when foreign customers use U.S. cloud infrastructure for certain AI applications.

Join us for this webinar that will review best practices and requirements for compliance when using the cloud for export-controlled technical data. The webinar will also discuss the allowances for cloud usage under the EAR and the ITAR while providing guidance for implementing effective data security protocols. Finally, the webinar will discuss the new proposed rule for IaaS providers and what this may mean for the future of export controls as they relate to the cloud.   

Speakers:

  • Steven Brotherton, Principal, U.S. & Global Export Controls and Sanctions Leader — KPMG US
  • Jenna Glass, Managing Director, Export Controls and Sanctions — KPMG LLP
  • Ellen Ozderman, Managing Director, Cyber Security Services — KPMG LLP

Date: Thursday, June 13, 2024
Time: 12:00 - 1:30 p.m. ET
Location: Online
Cost: $25 / No charge for Compliance Alliance members
Contact: Massachusetts Export Center at training@massexport.org or 617-973-6610

 

Important Training Notes

Training registrations are booked on a first-come, first-served basis. To reserve your space for fee-based events, mail your payment to the appropriate office with a copy of the completed registration form. Credit cards are accepted ONLY for the Massachusetts Export Center's events. Your spot is reserved once payment is received by the appropriate office. Training programs may be added or cancelled; the training schedule is subject to change.

Please note: Training confirmations are sent from centeric@clients.msbdc.org. We use this email frequently, so please add it to your approved sender list. A verification code will be sent from this email address allowing your to register for training. If you have problems signing in, do not create a new account with a different email in order to register. For help registering, send an email to the contact in the seminar description. Please review our cancellation and refund policies.